Sax Wealth Advisors’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Sax Wealth Advisors’s Portfolio FFSM Stock Details FFSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.83M	Sell	172,470 -10,509	-6%	-$383K	0.17%	91
2026 Q2	$5.85M	Sell	182,979 -9,902	-5%	-$353K	0.24%	79
2026 Q1	$5.92M	Hold	192,881	–	–	0.29%	63
2025 Q4	$5.92M	Buy	192,881 +35,720	+23%	+$1.07M	0.28%	65
2025 Q3	$4.59M	Buy	157,161 +40,353	+35%	+$1.14M	0.25%	64
2025 Q2	$3.18M	Buy	116,808 +15,203	+15%	+$388K	0.19%	76
2025 Q1	$2.56M	Buy	101,605 +47,858	+89%	+$1.29M	0.18%	75
2024 Q4	$1.44M	Buy	+53,747	New	+$1.5M	0.11%	90

Other funds holding FFSM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Acumen Wealth Advisors Chattanooga, Tennessee $546M AUM 26.68% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $201M AUM 13.89% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Keenan LLC Boston, Massachusetts $146M AUM 15.49% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Gaddis Premier Wealth Advisors Durant, Oklahoma $181M AUM 17.9% 1-Year Est. Return

Sax Wealth Advisors's FFSM Position: Q3 2026 in Review

Sax Wealth Advisors reduced its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 5.7% in Q3 2026, selling an estimated $383K and leaving 172,470 shares worth $5.83M. The position accounts for 0.17% of the portfolio, ranked #91.

Sax Wealth Advisors first reported a position in FFSM in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.92M in Q1 2026. 79 funds tracked by Wall St. Rank hold FFSM as of Q3 2026.

Sax Wealth Advisors held 172,470 shares of Fidelity Fundamental Small-Mid Cap ETF worth $5.83M as of Q3 2026.
Sax Wealth Advisors sold 10,509 Fidelity Fundamental Small-Mid Cap ETF shares in Q3 2026, an estimated $383K.
Fidelity Fundamental Small-Mid Cap ETF made up 0.17% of Sax Wealth Advisors's portfolio in Q3 2026, its #91 holding.
Sax Wealth Advisors first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q4 2024 and has held it in 8 quarters since.
Sax Wealth Advisors's Fidelity Fundamental Small-Mid Cap ETF position peaked at $5.92M in Q1 2026.
79 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.